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Schwab U.S Small- Cap ETF
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Overview Fund Activity

257 hedge funds and large institutions have $1.19B invested in Schwab U.S Small- Cap ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 120 increasing their positions, 76 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+18
Holders Change %
+7.53%
% of All Funds
6.87%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.83%
New
27
Increased
120
Reduced
76
Closed
8
Calls
$2.31M
Puts
$230K
Net Calls
+$2.08M
Net Calls Change
+$1.86M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$433M
2
FMP
Financial Management Professionals
Texas
$23.6M
3
AB
AT Bancorp
Iowa
$29.8M
4
Jane Street
Jane Street
New York
$12.5M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.69M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
$9.82M
2
SWM
SVA Wealth Management
Wisconsin
$12.9M
3
Goldman Sachs
Goldman Sachs
New York
$695K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.56M
5
FWM
Frontier Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
126
B. Riley Wealth Advisors
Florida
$729K +$84.9K +5,896 +13%
Goldman Sachs
127
Goldman Sachs
New York
$695K -$3.44M -238,896 -83%
SGAM
128
Steinberg Global Asset Management
Florida
$669K +$80.9K +5,624 +14%
MCM
129
Mengis Capital Management
Oregon
$660K -$120K -8,332 -15%
LCM
130
Leisure Capital Management
California
$639K +$72.9K +5,064 +13%
DG
131
Davidson & Garrard
Virginia
$631K +$55.3K +3,848 +10%
CWM
132
Cabot Wealth Management
Massachusetts
$630K -$2.19K -152 -0.3%
EWM
133
Evermay Wealth Management
Virginia
$620K -$115 -8 -0%
BPM
134
Bowling Portfolio Management
Ohio
$619K +$238K +16,544 +62%
FC
135
FCA Corp
Texas
$616K -$3.05K -212 -0.5%
SC
136
Savant Capital
Illinois
$613K -$3.28K -228 -0.5%
SAM
137
Summit Asset Management
Tennessee
$611K +$151K +10,504 +33%
CA
138
Cambridge Advisors
Nebraska
$584K -$3.11K -216 -0.5%
DWM
139
Destination Wealth Management
California
$579K -$14.7K -1,020 -2%
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$572K +$572K +39,820 New
SS
141
Simplicity Solutions
Minnesota
$570K +$14.6K +1,016 +3%
RCA
142
Rowland Carmichael Advisors
Arizona
$565K -$3.16K -220 -0.6%
RJA
143
Raymond James & Associates
Florida
$538K +$196K +13,612 +57%
IWM
144
Integrated Wealth Management
California
$514K +$136K +9,476 +36%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$488K +$38.4K +2,672 +9%
IFS
146
Ifrah Financial Services
Arkansas
$485K +$16.6K +1,156 +4%
STMM
147
South Texas Money Management
Texas
$454K -$1.38M -95,652 -75%
GHA
148
GW Henssler & Associates
Georgia
$448K -$15K -1,040 -3%
MWP
149
MYCIO Wealth Partners
Pennsylvania
$448K – – –
BCM
150
Boltwood Capital Management
California
$442K +$41.3K +2,872 +10%
4 5
6
7 8